BWA

Burt Wealth Advisors’s Equifax EFX Stock Holding History

Burt Wealth Advisors’s Portfolio EFX Stock Details EFX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$394K	Hold	1,520	–	–	0.09%	84
2025 Q1	$370K	Buy	1,520 +417	+38%	+$102K	0.09%	76
2024 Q4	$281K	Sell	1,103 -205	-16%	-$52.2K	0.07%	95
2024 Q3	$384K	Hold	1,308	–	–	0.09%	75
2024 Q2	$317K	Sell	1,308 -465	-26%	-$113K	0.08%	84
2024 Q1	$474K	Buy	1,773 +617	+53%	+$165K	0.12%	69
2023 Q4	$286K	Hold	1,156	–	–	0.08%	88
2023 Q3	$212K	Hold	1,156	–	–	0.07%	94
2023 Q2	$272K	Hold	1,156	–	–	0.08%	86
2023 Q1	$234K	Hold	1,156	–	–	0.07%	97
2022 Q4	$225K	Buy	+1,156	New	+$225K	0.08%	102
2022 Q2	–	Sell	-1,043	Closed	-$247K	–	95
2022 Q1	$247K	Hold	1,043	–	–	0.07%	90
2021 Q4	$305K	Hold	1,043	–	–	0.1%	70
2021 Q3	$264K	Hold	1,043	–	–	0.08%	80
2021 Q2	$250K	Buy	+1,043	New	+$250K	0.09%	81
2021 Q1	–	Sell	-1,043	Closed	-$201K	–	167
2020 Q4	$201K	Hold	1,043	–	–	0.07%	89
2020 Q3	$164K	Sell	1,043 -184	-15%	-$28.9K	0.06%	95
2020 Q2	$211K	Hold	1,227	–	–	0.09%	75
2020 Q1	$147K	Hold	1,227	–	–	0.07%	96
2019 Q4	$172K	Sell	1,227 -112	-8%	-$15.7K	0.07%	91
2019 Q3	$188K	Hold	1,339	–	–	0.08%	85
2019 Q2	$181K	Hold	1,339	–	–	0.08%	87
2019 Q1	$159K	Hold	1,339	–	–	0.07%	97
2018 Q4	$125K	Hold	1,339	–	–	0.06%	108
2018 Q3	$175K	Hold	1,339	–	–	0.08%	94
2018 Q2	$168K	Hold	1,339	–	–	0.08%	93
2018 Q1	$158K	Hold	1,339	–	–	0.08%	92
2017 Q4	$158K	Sell	1,339 -23	-2%	-$2.71K	0.1%	94
2017 Q3	$144K	Sell	1,362 -563	-29%	-$59.5K	0.09%	95
2017 Q2	$264K	Hold	1,925	–	–	0.18%	53
2017 Q1	$263K	Hold	1,925	–	–	0.19%	54
2016 Q4	$228K	Hold	1,925	–	–	0.2%	62
2016 Q3	$259K	Hold	1,925	–	–	0.28%	50
2016 Q2	$247K	Hold	1,925	–	–	0.27%	48
2016 Q1	$220K	Hold	1,925	–	–	0.2%	58
2015 Q4	$214K	Hold	1,925	–	–	0.17%	58
2015 Q3	$187K	Hold	1,925	–	–	0.23%	56
2015 Q2	$186K	Hold	1,925	–	–	0.2%	62
2015 Q1	$179K	Hold	1,925	–	–	0.18%	56
2014 Q4	$156K	Buy	+1,925	New	+$156K	0.17%	66